Plan Ledger DOL Form 5500 · updated monthly

Superior Machining & Fabrication, Inc.401(k)

EMPLOYEE BENEFIT PLAN OF SUPERIOR MACHINING FABRICATION, INC. · MUENSTER, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Superior Machining & Fabrication, Inc. reported $1,283 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,710 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.011%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,749th-largest of 5,688 plans among Texas employers on file, and 7,938th of 13,661 in manufacturing. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has shrunk from 143 to 118 since 2022.

Plan summary
Net assets, end of year$12,293,664
Participants with balances187
Active participants118
Employer contributions$201,752
Employee contributions$404,168
Employer contribution per active participant$1,710
Average account balance$65,742
Benefits paid to participants$688,050
Plan auditUnmodified (clean) audit opinion
AuditorFREEMON, SHAPARD & STORY
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 187 accts · $202K emplr
2023$10.5M · 203 accts · $224K emplr
2022$9.4M · 209 accts · $220K emplr
The Superior Machining & Fabrication, Inc. 401(k) match · 2024
Employer contribution per active participant$1,710
Median for plans this size$2,416
2024$1,710 per active participant
2023$1,763 per active participant
2022$1,536 per active participant

Superior Machining & Fabrication, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,283 · 0.01%
2023$1,085 · 0.01%
2022$1,199 · 0.01%
Same employer
Similar plansManufacturing · Texas
Red Dot Corporation TX$12.5M · 0.26%
Insightec Inc TX$12.3M · 0.59%
Metalforms, LTD TX$12.3M · 0.02%
Allied Power Group, LLC TX$12.3M · 0.41%
Ikg USA, LLC TX$12.2M · 0.48%
Solugen, Inc. TX$12.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752637021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.